Our Approach

As an integrated financial services firm, we help you understand the implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals.

We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.

Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively

Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down

Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance

Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust.

Investment and insurance products distributed by Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888 528.2987.

K & K Financial Group is not affiliated with Cetera Financial Specialists LLC.

This is not a solicitation for sale of securities in any jurisdiction.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com